Who owns BUXX
Which tracked institutional funds hold BUXX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BUXX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
26 tracked funds added or opened BUXX while 13 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BUXX’s largest tracked holder by dollar value, Rockport Wealth LLC, sizes it at 13.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 13.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BUXX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 67 tracked filers holding BUXX, 48 increased or opened the position and 25 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BUXX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- TCFG Investment Advisors, LLC$4M
- Tidal Investments LLC$2M
- Ascent Advisors, LLC$898K
- CITADEL ADVISORS LLC$715K
- BANK OF MONTREAL /CAN/$689K
Full exits 3
- Focus Partners Wealth$608K
- SPWM Advisors LLC$540K
- LPL Financial LLC$501K
Largest adds
- Rockport Wealth LLC$44M
- STIFEL FINANCIAL CORP$13M
- Farther Finance Advisors, LLC$7M
- TCFG WEALTH MANAGEMENT, LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$3M
- UPTICK PARTNERS, LLC$3M
Largest trims
- Stratos Wealth Advisors, LLC$2M
- Advyzon Investment Management, LLC$1M
- Summit Financial, LLC$1M
- COMMONWEALTH EQUITY SERVICES, LLC$901K
- NewEdge Advisors, LLC$847K
- Mutual Advisors, LLC$418K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Rockport Wealth LLC added | 3,684,565 | $75M | 25.8% | 2026-Q1 |
| McIlrath & Eck, LLC added | 1,821,941 | $37M | 12.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,274,251 | $26M | 8.9% | 2026-Q1 |
| UPTICK PARTNERS, LLC added | 1,051,108 | $21M | 7.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 509,305 | $10M | 3.6% | 2026-Q1 |
| Copia Wealth Management added | 475,568 | $10M | 3.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 443,453 | $9M | 3.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 318,427 | $6M | 2.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 301,994 | $6M | 2.1% | 2026-Q1 |
| Grantvest Financial Group LLC added | 237,273 | $5M | 1.7% | 2026-Q1 |
| OxenFree Capital LLC added | 231,322 | $5M | 1.6% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 211,159 | $4M | 1.5% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC added | 211,159 | $4M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 189,651 | $4M | 1.3% | 2026-Q1 |
| Advyzon Investment Management, LLC trimmed | 163,874 | $3M | 1.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 156,993 | $3M | 1.1% | 2026-Q1 |
| WMG Financial Advisors, LLC added | 155,210 | $3M | 1.1% | 2026-Q1 |
| Haven Private, LLC added | 134,170 | $3M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 132,079 | $3M | 0.9% | 2026-Q1 |
| TCP Asset Management, LLC trimmed | 122,956 | $2M | 0.9% | 2026-Q1 |
| Tidal Investments LLC new | 115,081 | $2M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 91,292 | $2M | 0.6% | 2026-Q1 |
| Integrated Advisors Network LLC added | 89,004 | $2M | 0.6% | 2026-Q1 |
| Prostatis Group LLC added | 87,209 | $2M | 0.6% | 2026-Q1 |
| Ergawealth Advisors, Inc. added | 83,097 | $2M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 82,839 | $2M | 0.6% | 2026-Q1 |
| Essex Financial Services, Inc. added | 76,692 | $2M | 0.5% | 2026-Q1 |
| THRYVE WEALTH MANAGEMENT LLC trimmed | 71,658 | $1M | 0.5% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 67,653 | $1M | 0.5% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 60,696 | $1M | 0.4% | 2026-Q1 |
| Fiscal Wisdom Wealth Management, LLC added | 60,528 | $1M | 0.4% | 2026-Q1 |
| Atria Investments, Inc added | 51,240 | $1M | 0.4% | 2026-Q1 |
| Realta Investment Advisors added | 49,155 | $995K | 0.3% | 2026-Q1 |
| Ethos Financial Group, LLC added | 45,710 | $925K | 0.3% | 2026-Q1 |
| Ascent Advisors, LLC new | 44,333 | $898K | 0.3% | 2026-Q1 |
| Authentikos Wealth Advisory, LLC trimmed | 40,739 | $825K | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. added | 39,566 | $801K | 0.3% | 2026-Q1 |
| Summit Financial, LLC trimmed | 36,546 | $740K | 0.3% | 2026-Q1 |
| Stratos Wealth Advisors, LLC trimmed | 35,967 | $728K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 35,316 | $715K | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 34,014 | $689K | 0.2% | 2026-Q1 |
| Brookwood Investment Group LLC trimmed | 31,398 | $636K | 0.2% | 2026-Q1 |
| Independent Wealth Network Inc. added | 30,571 | $619K | 0.2% | 2026-Q1 |
| CLG LLC trimmed | 27,755 | $562K | 0.2% | 2026-Q1 |
| HICKS CAPITAL MANAGEMENT LLC trimmed | 26,877 | $544K | 0.2% | 2026-Q1 |
| Belpointe Asset Management LLC added | 26,024 | $527K | 0.2% | 2026-Q1 |
| Cannon Advisors, Inc. trimmed | 25,035 | $507K | 0.2% | 2026-Q1 |
| Simplicity Wealth,LLC added | 24,700 | $500K | 0.2% | 2026-Q1 |
| Compound Planning, Inc. added | 19,242 | $390K | 0.1% | 2026-Q1 |
| Estate Planners Group, LLC trimmed | 16,371 | $331K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 16,346 | $331K | 0.1% | 2026-Q1 |
| Balboa Wealth Partners added | 15,905 | $322K | 0.1% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC added | 15,700 | $318K | 0.1% | 2026-Q1 |
| Trilogy Capital Inc. added | 14,926 | $302K | 0.1% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 14,609 | $296K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. added | 14,079 | $285K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 12,240 | $248K | 0.1% | 2026-Q1 |
| Fisher Asset Management, LLC new | 12,059 | $244K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC new | 10,599 | $215K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 10,517 | $213K | 0.1% | 2026-Q1 |
| TECTONIC ADVISORS LLC new | 10,250 | $208K | 0.1% | 2026-Q1 |
| HOWE & RUSLING INC | 5,500 | $111K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 97,503 | $98K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 3,694 | $75K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc new | 1,580 | $32K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 419 | $8K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 289 | $6K | 0.0% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 142,378 | $3M | 1.0% | 2025-Q2 stale |
| Park Edge Advisors, LLC trimmed | 127,715 | $3M | 0.9% | 2025-Q3 stale |
| L.M. KOHN & COMPANY added | 99,649 | $2M | 0.7% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC added | 85,726 | $2M | 0.6% | 2025-Q1 stale |
| Strive Asset Management, LLC added | 64,239 | $1M | 0.4% | 2025-Q3 stale |
| Focus Partners Wealth | 30,000 | $608K | 0.2% | 2025-Q4 stale |
| SPWM Advisors LLC new | 26,673 | $540K | 0.2% | 2025-Q4 stale |
| INDEPENDENT FINANCIAL GROUP, LLC new | 25,100 | $510K | 0.2% | 2025-Q2 stale |
| LPL Financial LLC | 24,752 | $501K | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. | 23,500 | $478K | 0.2% | 2025-Q2 stale |
| PFG Advisors trimmed | 21,428 | $435K | 0.2% | 2025-Q1 stale |
| Newbridge Financial Services Group, Inc. new | 20,241 | $410K | 0.1% | 2025-Q3 stale |
| World Investment Advisors trimmed | 17,971 | $365K | 0.1% | 2025-Q2 stale |
| WT Wealth Management trimmed | 17,622 | $357K | 0.1% | 2025-Q3 stale |
| CENTAURUS FINANCIAL, INC. trimmed | 16,725 | $339K | 0.1% | 2025-Q4 stale |
| OneDigital Investment Advisors LLC added | 13,227 | $269K | 0.1% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ new | 4,993 | $101K | 0.0% | 2025-Q2 stale |
| MAI Capital Management | 5,000 | $101K | 0.0% | 2025-Q3 stale |
| ROYAL BANK OF CANADA added | 4,790 | $97K | 0.0% | 2025-Q4 stale |
| AMERIFLEX GROUP, INC. added | 3,314 | $68K | 0.0% | 2025-Q2 stale |
| Kestra Advisory Services, LLC new | 3,272 | $66K | 0.0% | 2025-Q4 stale |
| UBS Group AG trimmed | 765 | $15K | 0.0% | 2025-Q4 stale |
| Allworth Financial LP trimmed | 691 | $14K | 0.0% | 2025-Q2 stale |
| WELLS FARGO & COMPANY/MN trimmed | 319 | $6K | 0.0% | 2025-Q4 stale |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 268 | $5K | 0.0% | 2025-Q2 stale |
| JPMORGAN CHASE & CO new | 175 | $4K | 0.0% | 2025-Q1 stale |
| ASSETMARK, INC trimmed | 76 | $2K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.